Using his skills in relationship management, Jim brought together a group of professionals dedicated to serving the diverse needs of the senior community.
As President and Founder of Keystone Financial Partners, Jim focuses on comprehensive wealth management including investment planning, advanced planning strategies, and most important, relationship management, which includes working with his clients as well as outside advisors that may be needed to help his clients reach their goals.
His company emphasizes protecting and growing the hard-earned assets of his clients, many of whom are over 50 years old and usually facing major life changes such as retirement, the loss of a spouse, or divorce.
Keystone Financial Partners strives to establish long-term relationships with their clients and provide a "Ritz Carlton experience with Fed Ex efficiency."
Jim's group functions as Retirement Income Specialists and accountability partners, working with his clients' other advisors (CPAs, attorneys, etc.) to foster better, more complete relationships on his clients' behalf.
Jim's services are particularly invaluable right now, because the U.S. faces the largest transfer of wealth in history as the aging Boomer population gets ready to pass their assets on to the next generation.
Helping these people manage their wealth drives Keystone Financial Partners to provide cutting-edge strategies for their clients.
Jim Trull is here to help.
Keystone Financial Partners
Comprehensive Wealth Management
Jim Trull, AIF®, CFP®
1255 Cresent Green, Suite 440
Cary, NC 27518
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA, SIPC, A Registered Investment Adviser.
Article written by Susie Woodworth of Assisted Living
Return to Member Spotlight Page